Agent ou agente, Service à la clientèle, Courtage en ligne
Desjardins(1 month ago)
About this role
An Agent, Customer Service (Online Brokerage) who supports administrative management of specialized products and member/client accounts, assisting with account openings and various administrative requests. The role provides professional service in person and remotely, ensures application of internal policies and securities regulations, and helps monitor processes to meet operational objectives.
Required Skills
- Account Opening
- Client Service
- Regulatory Compliance
- Documentation
- Communication
- French
- English
- Trusts
- Securities Knowledge
Qualifications
- DEC (Technical)
- 2 Years Experience
About Desjardins
desjardins.comDécouvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.
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